Second thoughts on the new MEP, a growing (fiduciary) consensus, and the return of a Halloween (fee) nightmare.
Tag "MEP"
MEP Fever and Carly Simon sings “Fiduciary” (to the tune of “Anticipation’).
Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.
As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.
“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”
Viewing this content requires a Basic (Free) Membership or better. You are not currently logged in. If you have an
“…anytime we are talking about disclosures, don’t make them like the lovely 404a notices. Make them simple and easy to understand. Otherwise you lose the whole point of the disclosure.”
Fiduciary Scorecard: SEC down and DOL out; 12b-1 matters; and TDFs might not (in the way you think they do)
SEC punts fiduciary, fees aren’t everything, and old time investing.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 11/9/18
401k past and future, fiduciary conflict, and true portfolios